Progress: 26 of 30 Days

Day 26 Feature: Zapier & Automation Tools

Today you'll learn where automation tools are located inside CDM and how Zapier can connect your software with other applications.

Automation can help reduce repetitive tasks and improve efficiency as your business grows.

Why This Matters

Automation can save time, but your business still needs clear messages and proper timing.

Understanding how automation works helps you build processes that support your business while maintaining a positive customer experience.

Where to Click

This training will introduce you to Zapier and show you how Client Dispute Manager can connect with thousands of third-party applications to create automated workflows.

You'll also learn where automation tools and integrations are managed inside CDM.

What To Do Inside CDM

Step 1: 

Open the Automation Section

From the left navigation menu, click Notify/Automation.

Review the available automation categories, including Notifications, LetterStream Automation, SMS with Twilio, Zapier Integration, and Follow-Up Letter Due Date Changes.

Step 2: 

Review Zapier Integration

Click the Zapier Integration tab and review how Zapier connects CDM with other applications.

Take note of the available training resources, automation workflows, and Zapier credential setup options.

Step 3: 

Explore Automation Possibilities

Review the types of tasks that can be automated using Zapier and other automation tools available within CDM.

Think about which business activities could benefit from automation in the future.

Your Goal Today

Find one task you may want to automate later.

Need Help?

If you're unsure which automation features are included in your plan or how to get started, contact our Support Team for assistance.

• Click Here to Visit the Different Support Channels 

• Click Here to Join a Live Training Session

   

We're here to help you succeed.

Go to Next Action — Day 27: Add Team Members When Ready ➡️